Property or investment – which is the better option?

When we speak of property or investment in this article, we compare two different routes of investment; we weigh the…

France 2025 budget and potential tax reforms

The first draft of the France 2025 budget was presented by Prime Minister Michael Barnier’s government on 10 October 2024. 

Moving to Portugal and living there tax efficiently

Moving to Portugal is an exciting way to spend your retirement, but did you know it can also offer tax-efficient…

Understanding and avoiding French succession law

French succession law imposes some rules on your estate that are very different from those of the UK. This article…

Do the US elections impact the stock markets?

While US presidential elections can have worldwide significance, historically, the result has not had much impact on investment markets.

Are your savings and investments suitable for you today and your future plans?

Investment planning involves carefully examining your objectives and risk appetite to ensure your portfolio is suitable for your current circumstances…

UK budget 2024 – Painful taxing times ahead?

The Labour government’s first budget will be announced on 30 October.  While the Chancellor has promised not to increase income…

Time running out to resolve Gibraltar border issue

While most of Europe has moved on from Brexit negotiations, they remain ongoing and unresolved in Gibraltar. 

How UK pensions are taxed in Spain

If you’ve chosen to retire in Spain, it’s essential to understand how your UK pensions will be taxed in Spain.…

Why effective tax planning is so rewarding

Effective tax planning provides many benefits for yourself and your heirs. As well as lower tax bills, it can help…

Buying property in Portugal – six tax considerations

When buying property in Portugal, whether as your main home, holiday home or as an investment,  first research and understand…

UK inheritance tax vs French succession tax, at a time of change

These are rather interesting times for British expatriates in France, with the momentous July elections on both sides of the…

How UK pensions are taxed in Portugal

Updated 28 August 2024 with the new income tax rates   If you’re retiring to Portugal, how will your UK…

How are UK pensions taxed in France?

First published in French Property News   UK pensions in France are typically taxed under the double taxation treaty, but…

Key financial planning steps on your retirement journey in France

Are you fulfilling your dream of enjoying your retirement years in France?   Whether you are in the planning stages and…